News
Tesla aiming to raise Giga Shanghai production by over 30% in Q4: report
A recent report has suggested that Tesla China intends to raise its vehicle output from Giga Shanghai by about 33% in the fourth quarter. This was despite the electric vehicle production facility reportedly being kept at 93% capacity through the end of the year.
Tesla Gigafactory Shanghai has undergone a series of upgrades to both its Model 3 and Model Y lines this quarter. With the improvements completed, the facility is reportedly capable of producing up to 22,000 vehicles per week, comprised of about 14,000 Model Y crossovers and 8,000 Model 3 sedans.
In a recent report, however, Reuters noted that Tesla would be keeping Gigafactory Shanghai at about 93% capacity for Q4 2022. The information was reportedly related by individuals familiar with the matter, who spoke on anonymity because the information was not public.
The publication’s sources did not cite a reason behind Tesla China’s reported decision to keep Giga Shanghai at 93% capacity. That being said, the facility would reportedly be producing 13,000 Model Y crossovers and 7,500 Model 3 sedans weekly in the fourth quarter, a total output of 20,500 vehicles per week. Such numbers represent a notable rise from the facility’s production numbers in Q3 2022.
In July 2022, reports from China suggested that Tesla produced a total of 38,719 vehicles, comprised of 11,261 Model 3 and 27,458 Model Y. In August, Giga Shanghai’s production was estimated to have improved to 76,605 units, comprised of 56,721 Model Y and 19,884 Model 3. Expectations are high that Tesla China will be producing over 80,000 vehicles this September.
With this in mind, Tesla China is on track to produce about 200,000 vehicles in the third quarter. At 20,500 vehicles per week in the fourth quarter, Giga Shanghai would produce about 266,500 vehicles by the end of the year. Compared to Q3, Tesla China’s fourth quarter figures could represent a 33% improvement.
Tesla China is in a battle for the domestic electric vehicle market, with upstart EV makers from local companies such as Xpeng Motors and NIO churning out legitimate competitors at aggressive price points. The prize is substantial for carmakers wishing to become China’s top electric car company, as the country is the world’s largest auto market.
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Investor's Corner
Tesla (TSLA) Q4 and FY 2025 earnings results
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
Tesla (NASDAQ:TSLA) has released its Q4 and FY 2025 earnings results in an update letter. The document was posted on the electric vehicle maker’s official Investor Relations website after markets closed today, January 28, 2025.
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
For the Full Year 2025, Tesla produced 1,654,667 and delivered 1,636,129 vehicles. The company also deployed a total of 46.7 GWh worth of energy storage products.
Tesla’s Q4 and FY 2025 results
As could be seen in Tesla’s Q4 and FY 2025 Update Letter, the company posted GAAP EPS of $0.24 and non-GAAP EPS of $0.50 per share in the fourth quarter. Tesla also posted total revenues of $24.901 billion. GAAP net income is also listed at $840 million in Q4.
Analyst consensus has Tesla earnings per share falling 38% to $0.45 with revenue declining 4% to $24.74 billion, as per estimates from FactSet. In comparison, the consensus compiled by Tesla last week forecasted $0.44 per share on sales totaling $24.49 billion.
Below is Tesla’s Q4 and FY 2025 update letter.
TSLA-Q4-2025-Update by Simon Alvarez
Tesla has rolled out a new Supercharging safety feature in the United States, one that will answer concerns that some owners may have if they need to leave in a pinch.
It is also a suitable alternative for non-Tesla chargers, like third-party options that feature J1772 or CCS to NACS adapters.
The feature has been available in Europe for some time, but it is now rolling out to Model 3 and Model Y owners in the U.S.
With Software Update 2026.2.3, Tesla is launching the Unlatching Charge Cable function, which will now utilize the left rear door handle to release the charging cable from the port. The release notes state:
“Charging can now be stopped and the charge cable released by pulling and holding the rear left door handle for three seconds, provided the vehicle is unlocked, and a recognized key is nearby. This is especially useful when the charge cable doesn’t have an unlatch button. You can still release the cable using the vehicle touchscreen or the Tesla app.”
The feature was first spotted by Not a Tesla App.
This is an especially nice feature for those who commonly charge at third-party locations that utilize plugs that are not NACS, which is the Tesla standard.
For example, after plugging into a J1772 charger, you will still be required to unlock the port through the touchscreen, which is a minor inconvenience, but an inconvenience nonetheless.
Additionally, it could be viewed as a safety feature, especially if you’re in need of unlocking the charger from your car in a pinch. Simply holding open the handle on the rear driver’s door will now unhatch the port from the car, allowing you to pull it out and place it back in its housing.
This feature is currently only available on the Model 3 and Model Y, so Model S, Model X, and Cybertruck owners will have to wait for a different solution to this particular feature.
News
LG Energy Solution pursuing battery deal for Tesla Optimus, other humanoid robots: report
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
A recent report has suggested that LG Energy Solution is in discussions to supply batteries for Tesla’s Optimus humanoid robot.
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
Humanoid robot battery deals
LG Energy Solution shares jumped more than 11% on the 28th after a report from the Korea Economic Daily claimed that the company is pursuing battery supply and joint development agreements with several humanoid robot makers. These reportedly include Tesla, which is developing Optimus, as well as multiple Chinese robotics companies.
China is already home to several leading battery manufacturers, such as CATL and BYD, making the robot makers’ reported interest in LG Energy Solution quite interesting. Market participants interpreted the reported outreach as a signal that performance requirements for humanoid robots may favor battery chemistries developed by companies like LG.
LF Energy Solution vs rivals
According to the report, energy density is believed to be the primary reason humanoid robot developers are evaluating LG Energy Solution’s batteries. Unlike electric vehicles, humanoid robots have significantly less space available for battery packs while requiring substantial power to operate dozens of joint motors and onboard artificial intelligence processors.
LG Energy Solution’s ternary lithium batteries offer higher energy density compared with rivals’ lithium iron phosphate (LFP) batteries, which are widely used by Chinese EV manufacturers. That advantage could prove critical for humanoid robots, where runtime, weight, and compact packaging are key design constraints.
Tesla (TSLA) Q4 and FY 2025 earnings results
Tesla rolls out new Supercharging safety feature in the U.S.
